Joshua Zoerner
Joshua Zoerner is a ChFC-designated registered investment advisor at Harbour Investments, INC., based in Kenosha, WI, with 22 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
7530 39th Ave, Kenosha, WI, 53142
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Regulatory History (1)
Regulatory
November 2009Other Business ActivitiesSells Insurance
Joshua owns Zoerner Financial and JZ Homes LLC (real estate). He is also an independent insurance agent and an author, but the time commitment for these activities is not specified.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.